Understanding the Language of Retirement, Tax, and Estate Planning
Mar 4, 2026 - Mar 18, 2026
Spots remaining: 10
Full course description
Description
Navigate the maze of investing your hard-earned retirement portfolio in this fun, concise overview of the financial markets. Discuss the history and basics of investing, tax and estate planning and the fundamentals of managing your own investment portfolio. Learn about the forces that influence market direction. Prepare for April 15 with this update of the new tax and estate laws. Learn ways to protect and preserve your wealth for you and your beneficiaries. No specific financial products are discussed or sold.
Date(s)March 4 - March 18, 2026
Class Time(s)Wed 10:00 AM - 12:00 PM
Rudy Fernandez
Rudy Fernandez, CFP, is a director in the Private Wealth Management Division at the Tampa office of Robert W. Baird & Co. He has more than 43 years of financial services industry experience.
LocationBrookdale Bayshore Senior Living
# of Meeting(s)3
Notes
This is a face-to-face class.
Weekly - Wed 10:00 AM - 12:00 PM; 3 sessions starting 3/4/2026, ending 3/18/2026 (New lessons are released None specified)